In this course you will develop the capacity to identify, analyse and resolve problems relating to professional practice in Financial Planning. You will take specific studies in the Financial Planning field in addition to a broad postgraduate business education. Upon graduation you will have the educational requirements necessary for certification as a Financial Planner and you will be able to seek employment in a range of occupations related to Financial Planning practice. The course provides for a wider range of study beyond the minimum necessary for professional practice, and is suitable for those who are seeking a more comprehensive education in business and finance.
Graduates will be able to take a number of career directions including financial and estate planning in either self employed capacity or employed by large financial services institutions.
|Duration||2 years full-time or 4 years part-time|
|Credit Points that Must be Earned||72|
|Number of Units Required||CQUniversity uses the concept of credits to express the amount of study required for a particular course and individual units. The number of units varies between courses. Units in postgraduate courses normally consist of 8 points of credit or multiples thereof (e.g. 8, 16, 24).|
|Expected Hours of Study||One point of credit is equivalent to an expectation of approximately two hours of student work per week in a term.|
|Course Type||Postgraduate Award|
|Qualification (post nominal)||MFinPlan|
|AQF Level||Level 9: Masters Degree (Coursework)|
Tertiary Admission Centre Codes (TAC) Codes
To be eligible for entry into this course, applicants must demonstrate one of the following:
1. A completed Australian Bachelor degree, or equivalent qualification, in any discipline from a recognised tertiary institution OR
2. A completed Graduate Certificate or Graduate Diploma in Financial Planning, or equivalent, OR
3. A completed Diploma of Financial Planning, or equivalent, current registration as a certified practicing financial planner, and 5 years relevant work experience.
Advanced standing may be awarded to prospective students who have additional relevant experience in financial planning industry and who may have completed formal and informal training. Advanced standing will be considered in accordance with Australian Qualifications Framework (AQF) guidelines and CQUniversity policies.
Previous studies in Accounting, Business, Commerce, Finance, Financial Planning, Property would be useful.
|Interim Awards||CL67 - Graduate Certificate in Financial Planning CL65 - Graduate Diploma of Financial Planning|
|Exit Awards||CL67 - Graduate Certificate in Financial Planning CL65 - Graduate Diploma of Financial Planning|
This course will be accredited by the Financial Planning Association of Australia as fulfilling the educational requirements for professional practice.
|Learned Society Accreditiation||Not applicable|
No Residential School for this course.
|Year||Number of Students|
|Course Learning Outcomes|
|Australian Qualifications Framework Descriptors||1||2||3||4||5||6|
|10 APPLICATION OF KNOWLEDGE & SKILLS Be able to plan and execute a substantial research-based project, capstone experience and/or piece of scholarship.|
|1. KNOWLEDGE Have a body of knowledge that includes the understanding of recent developments in a discipline and/or area of professional practice|
|2. KNOWLEDGE Have an understanding of research principles and methods applicable to a field of work and/or learning|
|3. SKILLS Have cognitive skills to demonstrate mastery of theoretical knowledge and to reflect critically on theory and professional practice or scholarship|
|4. SKILLS Have cognitive, technical and creative skills to investigate, analyse and synthesise complex information, problems, concepts and theories and to apply established theories to different bodies of knowledge or practice|
|5. SKILLS Have cognitive, technical and creative skills to generate and evaluate complex ideas and concepts at an abstract level|
|6. SKILLS Have communication and technical research skills to justify and interpret theoretical propositions, methodologies, conclusions and professional decisions to specialist and non-specialist audiences|
|7. SKILLS Have technical and communication skills to design, evaluate, implement, analyse and theorise about developments that contribute to professional practice or scholarship|
|8. APPLICATION OF KNOWLEDGE & SKILLS Be able to use creativity and initiative to new situations in professional practice and/or for further learning|
|9. APPLICATION OF KNOWLEDGE & SKILLS Be able to use high level personal autonomy and accountability|
|Number of units: 12||Total credit points: 72|
The core compulsory component consists of the 8 units from the Graduate Diploma of Financial Planning
|Students must complete the following compulsory units:|
|FINC20025||Financial Planning Practice|
|FINC20026||Superannuation and Wealth Planning|
|FINC20027||Retirement and Estate Planning|
|LAWS20058||Australian Commercial Law|
|FINC20028||Risk Management and Insurance|
|FINC20019||Money and Capital Market Analysis|
|LAWS20060||Taxation Law of Australia|
|FINC20024||Professional Advice Project|
Students must take 4 units from the following list, or elsewhere from the postgraduate units available within the School of Business and Law at the AQF9 level.
|Students must complete 4 from the following units:|
|FINC20029||Financial Advice and Corporations Law|
|FINC20031||Ethical Financial Planning Practice|
|FINC20023||International Financial Management|